Amy Garrod
Managing Associate | Legal
Jersey
Managing Associate
Jersey
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Insight
06 February 2014
Jersey
ON THIS PAGE
In the recent Jersey case of Estate of Turquand-Young [2013]JRC235 the Royal Court considered the proper construction of a residuary bequest in a will to eight named charities, two of which were in fact the same entity.
In his will, the testator left the residue of his estate (the value of which was in excess of £9 million) to eight named charities in equal shares. The named charities included the National Society for Cancer Relief and Macmillan Cancer Relief, both of which are former names of Macmillan Cancer Support and are therefore one and the same.
Macmillan Cancer Support contended that it was therefore entitled to two-eighths of the residue of the testator's estate. However, the remaining charities contended that, as in truth there were only seven charities, the residue of the estate should be divided equally between the seven charities. The court received two conflicting opinions from English counsel, one of which supported the contention put forward by Macmillan Cancer Support and one of which supported the contention put forward by the remaining charities.
The executor applied to Court to seek a ruling from the Court on the correct interpretation of the residuary bequest.
It was accepted, on the basis of conflict of law rules, that the will should be interpreted in accordance with English law on the basis that the testator had been domiciled in England and Wales at the time the will was made.
After considering the general principles of construction of wills under English law, the Court held that the residue should be divided into eight equal parts and that Macmillan Cancer Support should receive two of those parts. The reasons given by the Court were broadly as follows:
The Court did not consider extrinsic evidence but did find that the extrinsic evidence available would not have altered its conclusion.
The case illustrates the importance of confirming the name of a charity before referring to it in a will and including further details of the charity where available. The result in the present case may or may not have been what the testator desired. Had he known at the time his will was drafted that the National Society for Cancer Relief and Macmillan Cancer Relief were in fact the same entity, the testator could have chosen himself how he wanted the residue of his estate to be shared. As it was, the Court had to do the best it could on the information available to it.
Amy Garrod
Managing Associate | Legal
Jersey
Managing Associate
Jersey
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James Campbell
Partner | Legal
Jersey
Partner
Jersey
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Josephine Howe
Partner | Legal
Jersey
Partner
Jersey
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Edward Mackereth
Global Managing Partner | Legal
Jersey
Global Managing Partner
Jersey
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Nick Williams
Partner | Legal
Jersey
Partner
Jersey
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